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Destination Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Destination Wealth Management’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,666
Closed -$376K – 215
2021
Q4 		$376K Buy
+2,666
New +$354K 0.01% 157
2020
Q2 		– Sell
-3,344
Closed -$296K – 167
2020
Q1 		$296K Buy
+3,344
New +$325K 0.02% 139
2019
Q3 		– Sell
-692
Closed -$64K – 517
2019
Q2 		$64K Sell
692
-270
-28% -$24.3K ﹤0.01% 243
2019
Q1 		$88K Sell
962
-208
-18% -$18.8K 0.01% 196
2018
Q4 		$101K Sell
1,170
-115
-9% -$10.4K 0.01% 183
2018
Q3 		$122K Buy
1,285
+322
+33% +$29.1K 0.01% 190
2018
Q2 		$80K Sell
963
-10,610
-92% -$879K ﹤0.01% 212
2018
Q1 		$512K Buy
+11,573
New +$986K 0.03% 113

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return